See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 100 NORTH BROADWAY · ALBERT LEA MN, MN 56007 | Advisory (Plan) | $14,301 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,142 |
THE FINWAY GROUP4 years Filed as: THE FINWAY GROUP LLC Service code 99 5625 MILLS CIVIC PKWY #101 · W DES MOINES, IA 50266 | Other Fees | $5,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,560 | $87,870-10.6% | $113,168-30.6% | $74,304+5.7% |
| Participation rate | 62.5% | 70.7%-8.2pp | 76.6%-14.1pp | 60.3%+2.2pp |
| Annual return | 16.79% | 26.44%-9.7pp | 24.27%-7.5pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,139 | $2,277-50.0% | $2,975-61.7% | $2,241-49.2% |
| Participant deferral / active EE | $2,829 | $4,241-33.3% | $5,107-44.6% | $3,767-24.9% |
| Admin fee / account holder | $248 | $3,368-92.6% | $12,068-97.9% | $2,969-91.7% |